Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,834 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
12,346
shares
|
$7.44 Million
0.26% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
12,336
shares
|
$7.44 Million
1.41% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
12,332
shares
|
$7.43 Million
2.39% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,325
shares
|
$7.43 Million
0.29% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
12,294
shares
|
$7.41 Million
3.02% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
12,282
shares
|
$7.4 Million
1.17% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
12,280
shares
|
$7.4 Million
6.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
12,278
shares
|
$7.4 Million
3.26% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
12,172
shares
|
$7.34 Million
3.61% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
12,111
shares
|
$7.3 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
12,091
shares
|
$7.29 Million
4.4% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
12,045
shares
|
$7.26 Million
2.99% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
12,042
shares
|
$7.26 Million
1.83% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
12,041
shares
|
$7.26 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
12,040
shares
|
$7.26 Million
0.8% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
12,030
shares
|
$7.25 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
12,027
shares
|
$7.25 Million
5.16% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
12,010
shares
|
$7.24 Million
4.71% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
12,003
shares
|
$7.24 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
11,991
shares
|
$7.23 Million
0.82% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
11,985
shares
|
$7.23 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
11,978
shares
|
$7.22 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,971
shares
|
$7.22 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
11,965
shares
|
$7.21 Million
0.25% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
11,952
shares
|
$7.21 Million
0.05% of portfolio
|
Q4 2024
Added 40.0%
|